Prism Planning Partners
Prism Planning Partners reported 53 stocks worth $105M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are ITOT (29.7%), IDEV (11.9%) and VGIT (10.5%). Compared with Q2 2026, the fund opened new positions in SWX, XOM and VZ, added to ITOT, IDEV and VGIT, trimmed DFUV, AMZN and ABBV and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $31.3M | 29.7% | 188K | +14K (+8%) | 4 of 4 | |
| 2 |  IDEV Ishares TR | $12.5M | 11.9% | 140K | +12K (+9%) | 4 of 4 | |
| 3 |  VGIT Vanguard Scottsdale Fds | $11.1M | 10.5% | 196K | +27K (+16%) | 4 of 4 | |
| 4 |  DFEM Dimensional ETF Trust | $6.4M | 6.1% | 162K | +14K (+9%) | 4 of 4 | |
| 5 |  AVDV Avantis International Small Cap Value ETF | $6.4M | 6.1% | 58K | +4,650 (+9%) | 4 of 4 | |
| 6 |  BSVO EA Series Trust | $6.2M | 5.9% | 221K | +17K (+9%) | 4 of 4 | |
| 7 |  DFSD Dimensional Shrt Drt Fxd | $5.7M | 5.4% | 122K | +15K (+15%) | 4 of 4 | |
| 8 |  VTIP Vanguard Shrt Inf Prot | $4.4M | 4.2% | 89K | +11K (+14%) | 4 of 4 | |
| 9 |  DFIV Dimensional ETF Trust | $2.9M | 2.8% | 52K | No change | 4 of 4 | |
| 10 |  AAPL Apple Inc | $2M | 1.9% | 5,906 | +80 (+1%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $208K | 1,523 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Prism Planning Partners 13F FAQ
What does Prism Planning Partners own?
Prism Planning Partners reported 53 stocks worth $105M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are ITOT (29.7%), IDEV (11.9%) and VGIT (10.5%). The table above lists every position in the filing (the top 10 without an account).
What did Prism Planning Partners buy and sell in Q3 2026?
Compared with Q2 2026: 19 new positions, 16 added to, 10 trimmed and 1 sold out. New positions include SWX, XOM and VZ. It sold all of XOM.
When will Prism Planning Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Prism Planning Partners's portfolio worth?
The Q3 2026 filing reports $105M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.